Plan Snapshot
- Plan Sponsor: Mitchell Williams Selig Gates & Woodyard PLLC
- Sponsor EIN: 710261429
- Sponsor Address: 425 WEST CAPITOL SUITE 1800, LITTLE ROCK, AR, 722013525
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $14.6M | $725,361 | $686,535 |
| 2023 | 126 | $16.8M | $592,183 | $730,908 |
| 2022 | 116 | $14.5M | $29,142 | $615,411 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIRST SECURITY BANK | INVESTMENT ADVISOR | $36,108 | — | $36,108 |
| HCJ CPAS & ADVISORS PLLC | Auditor | $31,685 | — | $31,685 |
| MONK MITCHELL WILLIAMS & VINCENT | INVESTMENT ADVISOR | $20,211 | — | $20,211 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $16,954 | — | $16,954 |
| DEFINITI LLC | CONTRACT ADMINISTRATOR | $16,892 | — | $16,892 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HCJ CPAS & ADVISORS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,850
- Estimated Expense Ratio: 0.835% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $119,188 | $64,165 | $4,508 | $31,685 | — |
| 2023 | $95,875 | $55,247 | — | $28,000 | — |
| 2022 | $69,706 | $69,706 | — | — | — |